Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HAWAI'I ISLAND WORKFORCE & ECONOMIC DEVELOPMENT OHANA INC
Employer identification number
20-1550014
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
217,443
537,551
299,869
226,777
159,809
1,441,449
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
7,089
2,363
7,200
7,200
7,200
31,052
4
Total. Add lines 1 through 3
224,532
539,914
307,069
233,977
167,009
1,472,501
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
1,472,501
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
224,532
539,914
307,069
233,977
167,009
1,472,501
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
7,137
23,816
30,953
11
Total support (Add lines 7 through 10).
1,503,454
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
97.940 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
99.530 %
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HAWAI'I ISLAND WORKFORCE & ECONOMIC DEVELOPMENT OHANA INC
Employer identification number
20-1550014
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
AGENCY MISSION STATEMENT: THE HAWAII ISLAND WORKFORCE AND ECONOMIC DEVELOPMENT OHANA (HIWEDO) IS A PRIVATE NON-PROFIT ESTABLISHED IN 2005. THE ORGANIZATION'S PURPOSE IS TO FACILITATE THE ESTABLISHMENT OF A WORKFORCE DEVELOPMENT SYSTEM FOR THE COUNTY OF HAWAII THAT WILL RESPOND PROACTIVELY TO THE DIVERGENT EMPLOYMENT AND TRAINING NEEDS OF THE COUNTY BY BUILDING COMMUNITY COLLABORATION AND BY EXPANDING FINANCIAL RESOURCES. HIWEDO BRIDGES ECONOMIC DEVELOPMENT AND WORKFORCE DEVELOPMENT THROUGH COLLABORATION WITH GOVERNMENT AND PRIVATE AGENCIES AND BUSINESSES TO DEVELOP LONG TERM PLANS, DIRECTIVES AND SOLUTIONS FOR EMPLOYMENT AND TRAINING TO MEET THE NEEDS OF HAWAII COUNTY. HIWEDO PROMOTES RESPONSIVENESS, FLEXIBILITY, AND ACCESSIBILITY IN ALL INITIATIVES.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS
FORM 990, PAGE 1, PART I, LINE 6
BOARD OF DIRECTORS ARE UNPAID VOLUNTEERS GIVING SERVICE TO HIWEDO IN MONTHLY BOARD MEETINGS AND ARE AVAILABLE TO STAFF AND OTHER BOARD MEMBERS TO CARRY OUT THE OPERATIONS AND PROGRAMS OF HIWEDO. CONSULTANTS TO THE BOARD SERVICE IN AN UNPAID CAPACITY ARE WORKFORCE PROFESSIONALS, CORRECTIONS STAFF, EDUCATORS AND MEMBERS OF THE COMMUNITY. HIWEDO HAS PERSONS FROM OUR COMMUNITY VOLUNTEER IN OUR SECOND CHANCE GRANT AND ASSIST IN OUR MENTORING PROGRAM.
FIRST ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
CONSORTIUM. A COMMUNITY-BASED INITIATIVE WILL ASSIST INMATES IN RE-ENTRY TO EMPLOYMENT, TRAINING AND APPROPRIATE TRANSITIONAL SERVICES. MENTORING AND CASE MANAGEMENT SERVICES ARE AVAILABLE TO SUPPORT OFFENDERS IN THE REINTEGRATION PROCESS. THE PROJECT MANAGER WILL MATCH THE OFFENDER WITH AN APPROPRIATE TRAINED MENTOR. THE PROJECT STAFF AND ITS JUSTICE AGENCY PARTNERS WILL JOINTLY CARRY OUT BEHAVIOR ASSESSMENT, DATA COLLECTION, AND ANALYSIS TO MONITOR THE PERFORMANCE OF THE PROJECT. SECOND CHANCE MENTORING WAS A 2 YEAR FEDERALLY FUNDED PROJECT THAT PROVIDED MENTORING SERVICES AS A VITAL COMPONENT OF THE REENTRY STRATEGY FOR FORMER CRIMINAL OFFENDERS. IT SUCCESSFULLY PAIRED 54 COMMUNITY MENTOR/VOLUNTEERS WITH FORMER CRIMINAL OFFENDERS TRANSITIONING BACK INTO THE COMMUNITY AND WORKPLACE. MENTORS AND STAFF PROVIDED EX-OFFENDERS WITH POSITIVE ROLE MODELS, A STABILIZING FACTOR AND THE NECESSARY ASSISTANCE IN OVERCOMING ADVERSITIES AND FRUSTRATIONS. THE OVERARCHING GOAL WAS TO CURB RECIDIVISM AND TO INCREASE PUBLIC SAFETY. THE PROJECT WAS VERY SUCCESSFUL AND THE STATE PUBLIC SAFETY DEPARTMENT IS LOOKING FOR FUNDING TO CONTINUE THE MENTORING PROGRAM IN HAWAII COUNTY AND TO INITIATE THE PROGRAM STATEWIDE.
SECOND ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4B
BUSINESS, EDUCATION, AND COMMUNITY PARTNERSHIP TOGETHER TO FOSTER AND STRENGTHEN STUDENTS' WORK-BASED SKILLS AND DEFINE CAREER ASPIRATIONS. WE BUILD BRIDGES BETWEEN SCHOOL AND THE WORKPLACE ALLOWING THE STUDENT TO HAVE A SUCCESSFUL TRANSITION FOLLOWING POSTSECONDARY TRAINING, FROM ONE ENVIRONMENT TO THE OTHER. HUIANA'S WORK-BASED LEARNING CONTINUUM INCORPORATES SIX COMPONENTS: CAREER EXPLORATION; STEM BASED CAREER EXPLORATION SUMMER PROJECTS; CAREER PATHWAY EXPLORATION INTERNSHIPS; INDUSTRY SECTOR SIMULATED BASED LEARNING; BUSINESS MENTORING; AND EXTERNSHIPS/WORKSHOPS FOR EDUCATORS. HIWEDO PROMOTES MENTORING AS AN EFFECTIVE TRANSITION AND TRAINING TOOL.
THIRD ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4C
OTHER PRIVATE & GOVERNMENT ENTITIES, IN ORDER TO PROVIDE EDUCATIONAL WORKSHOPS, SEMINARS, EVENTS AND CONFERENCES STATEWIDE. HIWEDO COVERS A WIDE RANGE OF TOPICS WITHIN ALMOST EVERY INDUSTRY IN HAWAII, AS OUR MAIN PURPOSE IS TO IMPROVE WORKFORCE AND ECONOMIC DEVELOPMENT THROUGH EDUCATION. THIS PAST YEAR WE CONDUCTED WORKSHOPS AND TRAININGS ON THE NEW ADA LAWS, THE NEW AFFORDABLE HEALTHCARE ACT, AND OSHA ENFORCEMENT IN HAWAII; HIWEDO CO-SPONSORED THE ROADMAPS TO HEALTHCARE CAREERS STRATEGIC PLANNING EVENT, A VET JOB FAIR AND A NORTH HAWAII AG ROUNDUP;
ALL OTHER ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4D
ASTRONOMY INTERSHIP INFORMAL EDUCATION PILOT PROGRAM RECEIVED GRANT TO DEVELOP AN INTERNSHIP PROGRAM WITH MAUNA KEA OBSERVATORIES. ENTREPRENEUR EXPO 100 PEOPLE ATTENDED WORKFORCE CONFRENCE IN CONJUCTION WITH BIG ISLAND WORKPLACE CONNECTIONS THIS IS A SERIES OF SEMINARS. THE HAWAII ISLAND BUSINESS LEADERSHIP NETWORK (HIBLN). HIWEDO BELIEVES IN FOCUSING ON A PERSON'S ABILITIES, NOT THEIR DISABILITIES, IN ORDER TO DEVELOP A COMPETENT AND QUALIFIED WORKFORCE. WE PRIDE OURSELVES WITH OUR COMMITMENT AND INVOLVEMENT OF THE HIBLN. THE HIBLN IS HAWAII'S SECOND BUSINESS-TO-BUSINESS ORGANIZATION CREATED BY BUSINESS LEADERS, TO PROMOTE THE BEST PRACTICES OF HIRING PERSONS WITH DISABILITIES IN THE WORKFORCE. IN ORDER TO RECOGNIZE ISLANDS BUSINESSES FOR THEIR EFFORTS IN HIRING, RETAINING AND DEVELOPING THE UNIQUE SKILLS OF PERSONS WITH DISABILITIES, HIWEDO SPONSORS MANY OF THE WORKSHOPS AND EVENTS WITH THE HIBLN.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
NO REVIEW WAS OR WILL BE CONDUCTED.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
REPORTED TO HIWEDO PRESIDENT AND BOARD OF DIRECTORS.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
EXECUTIVE DIRECTOR COMPARABLE DATA FROM INTERNET SITES AND HAWAII ALLIANCE OF NONPROFIT ORGANIZATION. LIST FROM JOB TYPE COUNTY OF HAWAII AND STATE OF HAWAII. SPECIAL COMMITTEE OF THE BOARD OF DIRECTORS AND DELIBERATION OF THE WHOLE BOARD OF DIRECTORS.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
OTHER OFFICERS AND BOARD MEMBERS ARE NOT COMPENSATED. NO EMPLOYEES COMPENSATED OVER 100,000 PER YEAR.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
UPON WRITTEN REQUEST BY INTERESTED PARTIES TO HIWEDO OFFICERS, DIRECTORS OR ADMINISTRATIVE PERSONNEL A COPY OF TAX RETURNS AND POLICIES WILL BE PROVIDED FOR VIEWING AT THE OFFICES OF HIWEDO